-
- Managing Leads & Inquiries
- Adding Customer Inquiries
- Website Lead Capture Form
- Customer Portal Inquiry Form
- View Inquiry Details
- Edit Inquiry Details
- Deleting Inquiries
-
- Booking Management
- Create a New Booking
- Managing Existing Bookings
- Edit Booking Details
- Repeat / Recurring Bookings
- Delete Bookings
- Export Booking as PDF
- Booking Timeline
- Booking History Log
- Fieldworker Availability Finder
- Nearby Bookings Locator for Proximity Scheduling
- Allocate Multiple Fieldworkers to Booking
- Fieldworker Payroll Management
- Manage Fieldworker Payment for Bookings
- Setting Fieldworker Payment Per Service
- Accept Booking Request On Behalf of Fieldworker
- Admin Approval for Fieldworker Changes
- Manual Push to Google Calendar
- Change Booking Owner
- Contact Fieldworker Regarding Booking
- Contacting Customer Regarding Booking
- Sending Emails for a Booking
- Pause/Resume automated emails
- Pause/Resume automated SMS
- Sending Booking Confirmation
- Service Reminder Automation
- Request Fieldworker Updates
- View Booking Discussion
- Add a comment to a booking discussion
- Add Complaint to a booking
- Adding Booking Attachments
- Adding Images to Bookings
-
- Creating New Quotes
- Edit Quote Details
- Edit Quote Number
- Claiming Quote Ownership
- Export Quote PDF
- Deleting Quotes
- Manage Quote Follow Up Date
- Adding Issues / Complaints to a Quote
- Adding Labels to Quotes
- Adding Attachments to a Quote
-
- Invoice & Billing Management
- View Invoice Details
- Edit Invoice Breakdown
- Change Invoice Number
- Convert Invoice to Draft
- Convert an Invoice to Void
- Claim Invoice Ownership
- Deleting Invoices
-
- Managing Fieldworkers
- Fieldworkers & Subworkers
- Fieldworker Industry Label
- Managing Fieldworkers Lists
- Fieldworker Booking Summary
- Fieldworker Activity Log
- Adding Fieldworkers
- Edit Fieldworker Details
- Update Fieldworker Profile
- Manage Fieldworker Profile
- Fieldworker Email Verification
- Fieldworker Active Services
- Fieldworker Service Areas
- Fieldworker Working Hours
- Manage Fieldworker Availability
- Fieldworker Bank Details
- Activate/Deactivate Fieldworkers
- Blocking / Unblocking Fieldworkers
- Contacting Fieldworkers
- Sending Emails to Fieldworkers
- Sending SMS to Fieldworkers
- Fieldworker Received SMS
- Sending Messages to Fieldworkers via App
- Sending Messages to Fieldworkers Regarding Booking
- Fieldworker SMS Log
- Fieldworker Email Log
- Fieldworker Payment Agreement
- Fieldworker Payment Per Service
- Fieldworker Service Commission
- Fieldworker Payroll Management
-
- Business Email Authentication
- Viewing company information
- Company Logos Setup
- Manage Trading Names
- Define Fieldworker Operational Locations
- Third-Party API Integrations
- Google Calendar Integration
- Google Maps API integration
- Display Google Reviews
- Terms and Conditions
- Booking Location Types
- Fieldworker Industry label
-
- Managing Services Offering
- Creating a New Service
- Managing Service Categories
- Implement Bulk Discounts / Volume Pricing
- Geographical Pricing
- Creating a Service Package
- Managing Products List
- Creating Custom Fields
- Grouping Custom Fields
- Custom Field Types
- Short Text Input (Text Field)
- Long Text Input (Text Box)
- Date Selection Input
- Time Selection Input
- Increment/Decrement Button (+/-)
- On/Off Selector (Toggle)
- Single Choice Button Display (Button Group)
- Single Choice Selector (Radio button)
- Single Choice Selector (Dropdown)
- Single Selection List Option Field
- Multi-Option Selector (Checkbox)
- Multi-Option Checkbox Button (Checkbox)
- Signature Custom Field
-
- Booking Settings Configuration
- Fieldworker Job Assignment Methods
- Fieldworker Permissions
- Fieldworker Profile Customization
- Customer Profile Customization
- Customer Dependents / Properties
- Importing Customer Dependents
- Managing Booking Status
- Complaint / Issue Status List
- Issue / Complaint Types
- Lead Sources List
- Decline Job Request Form
- Property Type List
- Label Management
- Creating Forms & Checklists
- Forms & Checklist Introduction
- Setting Up Forms & Checklists
- Forms & Checklists Usage
- Forms & Checklists Fields Types/Elements
- Forms & Checklists: Use Cases
Activating and Managing Accepted Payment Options
With OctopusPro, businesses have the flexibility to offer various payment methods, ensuring smooth financial transactions for both the service provider and the customers. The comprehensive payment method options range from traditional methods like Cash and Cheque to modern methods like Afterpay and Zip Pay. It’s crucial to set up your payment types, so OctopusPro provides your customers with the available payment options during booking.
Why are Multiple Payment Types Important?
- Provides flexibility for customers.
- Increases booking conversion rate.
- Streamlines payment processing for fieldworkers.
Available Payment Types in OctopusPro:
-
- Credit Card
- Cash
- Bank Transfer
- Cheque
- Gift Card
- Debit
- Afterpay
- Zip Pay
Steps to Add a New Payment Type
- Login to your OctopusPro account.
- Navigate to Settings from the left side menu.
- Go to Financial Settings and then Payment Integration.
- Scroll to the bottom of the page to view the list of available payment types.
- Select the desired payment types. Remember, multiple types can be enabled simultaneously.
- Save your changes.
Admins Payment Type Options
Admins, when adding payments to bookings, can see and select from the list of payment types enabled in the system.
Customers Payment Type Options
Customers, during booking or payment, are presented with payment method options based on what’s enabled by the admin in the Customer Portal settings.
To ensure the payment methods are available for customers:
- Navigate to Settings from the left side menu.
- Go to Customer Portal.
- Select the General Settings tab.
- Under the Payment Methods section, ensure the desired payment methods are enabled for the customer portal.
This configuration ensures that the customer has a seamless checkout experience, consistent with the payment options the admin wants to offer.
Fieldworker Payment Type Options
Fieldworkers, based on their access permissions, can view and process payments from customers using the payment methods enabled in the system. It ensures they have the flexibility to accept varied payment forms on the field.
Payment Verification in OctopusPro for Non-Gateway Transaction
- Pending Payment Status: All non-gateway transactions, whether initiated by admins, fieldworkers, or customers, are automatically tagged as “pending”. This systematic approach ensures a secure payment workflow.
- Admin Oversight & Approval: Solely authorized admin users hold the prerogative to validate these transactions. This financial oversight safeguards against potential discrepancies, ensuring transactional integrity.
- Instant Validation for Admins: Authorized admins inputting these payments receive an immediate approval prompt, optimizing the payment management process. This immediate validation promotes efficient financial operations and minimizes transactional delays.
In essence, OctopusPro’s layered financial verification system enhances transaction transparency, bolstering trust in your service management operations. For more info please visit our guide on Keeping payments pending until reconciled by an authorized user.
Enabling a diverse range of payment types in OctopusPro ensures a streamlined payment process for all stakeholders – admins, customers, and fieldworkers. Always keep the options updated based on business needs and customer preferences.
To stay updated, please subscribe to our YouTube channel.